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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
EWM
4201
Elmwood Wealth Management
Berkeley,
California
| $120M | +$10.6M | +10% | 5.72% | 37.6% | 308 | 10.39% | 1.9 |
|
| 4202 |
TW
4202
Towerpoint Wealth
Sacramento,
California
| $120M | +$14M | +13% | 2.37% | 62.4% | 33 | 6.06% | 2.7 |
|
| 4203 |
LCC
4203
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $120M | +$12.6M | +12% | 8.57% | 73.9% | 49 | 12.24% | 4.3 |
|
| 4204 |
PSC
4204
Piper Sandler & Co
Minneapolis,
Minnesota
| $120M | -$27.3M | -18% | 0.03% | 0.04% | 26 | 53.85% | 0.2 |
|
| 4205 |
NVPX
4205
Norwest Venture Partners X
Palo Alto,
California
| $120M | +$7.52M | +7% | 7.93% | 11.3% | 3 | 0% | 11.3 |
|
| 4206 |
TG
4206
TRV GP
Boston,
Massachusetts
| $120M | -$38.5M | -24% | 10.7% | 3,178% | 5 | 40% | 2.3 |
|
| 4207 |
WA1
4207
Wimmer Associates 1
Pasadena,
California
| $120M | +$8.01M | +7% | 8.5% | 78.9% | 107 | 4.67% | 9.3 |
|
| 4208 |
SPIO
4208
Seven Post Investment Office
San Francisco,
California
| $120M | +$96.3M | +404% | 5.97% | 52.6% | 16 | 68.75% | 6.6 |
|
| 4209 |
KTM
4209
Keeler Thomas Management
Orem,
Utah
| $120M | +$12.1M | +11% | 8.64% | 46.1% | 57 | 8.77% | 2.7 |
|
| 4210 |
EM
4210
Endicott Management
New York
| $120M | -$15.6M | -12% | 10.7% | 229% | 7 | 0% | 11.3 |
|
| 4211 |
RCA
4211
Rex Capital Advisors
Providence,
Rhode Island
| $120M | +$2.2M | +2% | 4.09% | 7.31% | 17 | 11.76% | 12.7 |
|
| 4212 |
PAM
4212
Pegasus Asset Management
Montebello,
New York
| $120M | +$12.8M | +12% | 8.05% | 89% | 68 | 7.35% | 2.7 |
|
| 4213 |
GEH
4213
General Equity Holdings
Brooklyn,
New York
| $119M | -$20.8M | -15% | 6.03% | 775% | 16 | 68.75% | 1.1 |
|
| 4214 |
SV
4214
Stilwell Value
New York
| $119M | -$2.3M | -2% | 3.68% | 87.9% | 40 | 12.5% | 9.5 |
|
| 4215 |
BSAM
4215
Blue Sky Asset Management
Greenwood Village,
Colorado
| $119M | -$157K | -0.1% | 3.37% | – | 118 | 70.34% | 1.3 |
|
| 4216 |
BMCM
4216
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $119M | +$5.06M | +4% | 6.77% | 71.4% | 96 | 11.46% | 4.9 |
|
| 4217 |
KIA
4217
Kopp Investment Advisors
Bloomington,
Minnesota
| $119M | +$12.2M | +11% | 17.3% | 109% | 62 | 11.29% | 12.7 |
|
| 4218 |
GCA
4218
Gradient Capital Advisors
San Diego,
California
| $119M | +$11M | +10% | 3.52% | 71% | 89 | 7.87% | 2.6 |
|
| 4219 |
CAAS
4219
Capital Asset Advisory Services
Williamston,
Michigan
| $119M | +$7.64M | +7% | 4.9% | 51% | 110 | 10.91% | 6.4 |
|
| 4220 |
ADBIC
4220
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $118M | -$2.67M | -2% | 6.04% | 74.9% | 91 | 10.99% | 12 |
|
| 4221 |
ABP
4221
Arthur B. Page
| $118M | +$8.82M | +8% | 9.87% | 40.4% | 62 | 4.84% | 14.7 |
|
| 4222 |
MF
4222
MHI Funds
Woodstock,
New York
| $118M | +$1.73M | +1% | 4.88% | – | 104 | 19.23% | 2.1 |
|
| 4223 |
LAIC
4223
Lederer & Associates Investment Counsel
Long Beach,
California
| $118M | +$7.48M | +7% | 6.56% | 75.5% | 93 | 0% | 9.9 |
|
| 4224 |
KCM
4224
Knoll Capital Management
Miami,
Florida
| $118M | +$622K | +0.5% | 12.1% | 258% | 19 | 10.53% | 5.5 |
|
| 4225 |
MI
4225
Moneywise Inc
Forest,
Virginia
| $118M | +$1.31M | +1% | 3.1% | 58% | 39 | 0% | 6.5 |
|